I like your insight. Balanced as usual. What I'm most interested in is seeing if b1 can pull off the invisbility of the blockchain. People tend to become bleary eyed the moment you mention blockchain and social media in the same sentence.
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That is exactly what they are doing. There's not even one instance of the words "blockchain", "cryptocurrency", "decentralised", or "censorship-resistance" used on their website. It's all deliberate. This is what maturation looks like.
I have been hoping for years now that people here would stop using these utterly silly, childish buzzwords and focus on appealing to the mainstream audience.